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DDFG Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DDFG Inc’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9M Sell
59,683
-228
-0.4% -$37.9K 1.95% 18
2026
Q2 		$9.8M Sell
59,911
-400
-0.7% -$63.5K 1.95% 18
2026
Q1 		$8.59M Sell
60,311
-924
-2% -$137K 1.85% 19
2025
Q4 		$9.11M Sell
61,235
-2,488
-4% -$367K 1.99% 16
2025
Q3 		$9.28M Sell
63,723
-51,100
-45% -$7.17M 2.14% 15
2025
Q2 		$15.5M Buy
114,823
+943
+0.8% +$118K 3.9% 11
2025
Q1 		$13.9M Sell
113,880
-650
-0.6% -$83.8K 3.85% 9
2024
Q4 		$14.7M Buy
114,530
+135
+0.1% +$17.5K 4.25% 9
2024
Q3 		$14.4M Sell
114,395
-2,621
-2% -$317K 4.11% 9
2024
Q2 		$13.9M Sell
117,016
-47
-0% -$5.39K 4.29% 11
2024
Q1 		$13.5M Buy
117,063
+94
+0.1% +$10.3K 4.29% 10
2023
Q4 		$12.3M Buy
116,969
+58
+0% +$5.68K 4.16% 11
2023
Q3 		$11M Sell
116,911
-4,634
-4% -$455K 4.06% 11
2023
Q2 		$11.9M Buy
121,545
+151
+0.1% +$14K 4.38% 10
2023
Q1 		$11M Sell
121,394
-1,153
-0.9% -$102K 4.27% 11
2022
Q4 		$10.4M Buy
+122,547
New +$10.5M 4.3% 7

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

DDFG Inc's ITOT Position: Q3 2026 in Review

DDFG Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.38% in Q3 2026, selling an estimated $37.9K and leaving 59,683 shares worth $9.9M. The position accounts for 1.95% of the portfolio, ranked #18.

DDFG Inc first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.5M in Q2 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • DDFG Inc held 59,683 shares of iShares Core S&P Total US Stock Market ETF worth $9.9M as of Q3 2026.
  • DDFG Inc sold 228 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $37.9K.
  • iShares Core S&P Total US Stock Market ETF made up 1.95% of DDFG Inc's portfolio in Q3 2026, its #18 holding.
  • DDFG Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares Core S&P Total US Stock Market ETF position peaked at $15.5M in Q2 2025.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.